Welcome to Ascor® Independent Wealth Managers 5 minute Financial Health Check This 5 Minute Financial Health Check asks a number of thought-provoking questions across six areas of advice. The outcome will provide you with a score on your current financial health status and serve as a starting point to improve your financial health. Contact Number 086 1113 187 www.ascor.co.za MY INCOME PLAN - How Confident am I that ....My current income meets my living costs.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My income is well structured and tax efficient.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My children's education costs are covered.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My surplus income is being invested efficiently for wealth creation.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My income and employment are secure.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotalHiddenTotal Score: MY INVESTMENT PLAN - How Confident am I that ....I have an appropriate 5-year wealth plan.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I have a tax-efficient investment structure.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I understand the risk/reward trade-off between my investment strategy and other options.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My investments are achieving my goals.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I can sleep at night with the investments I have in place.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotalHiddenINVESTMENT PLAN Total Score MY DEBT PLAN - How Confident am I that ....My debt is structured in the best way possible.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I have the right mix of personal and investment debt.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I have a strategy to eliminate my personal debt in the shortest possible time.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My overall debt levels are appropriate for my current life status.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My debt plan is regularly reviewed.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotal:HiddenDEBT PLAN Total Score: MY RISK PLAN - How Confident am I that ....My insurances cover me comprehensively for most foreseeable circumstances.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I am paying the most competitive premiums.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I have the appropriate level of cover in place.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My family would continue to live comfortably if something happened to me.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My insurance policies are regularly reviewed.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotal:HiddenRISK PLAN Total Score MY RETIREMENT PLAN - How Confident am I that ....I have a clear understanding of my retirement goals.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I have a clear understanding of my desired retirement income needs.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable I am on track to achieve my required income in retirement.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My retirement funds will last throughout my retirement.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My retirement funding strategy is structured tax efficiently.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotal:HiddenRETIREMENT PLAN Total Score: MY ESTATE PLAN - How Confident am I that ....My Will is up to date and reflects my current wishes.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My assets will be transferred to all the right people, at the right time tax efficiently.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My estate plan is structured to reduce estate duty tax.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My estate plan is structured to reduce executors fees.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable My business interest - I have a buy and sell agreement that is up to date.(Required) Not at all confident and needs urgent attention in the next 1 to 3 months Not confident and needs reviewing in the next 6 months Quite confident but may need reviewing reviewing in the next 12 months Very confident and no attention required at the moment N/A Not applicable HiddenTotal:HiddenESTATE PLAN Total Score:HiddenTotal Percentage: Email: Name: First Name Surname
